Fields on the toolbar

Customize field(s)

Depending upon the report that's displayed, one or more fields that allow you to customize the report may be available. Examples of the fields are: Date, Dated From/To and Aging Date.

Redisplay button

Click this button if you've changed the report by changing the customize field(s) that is available on the toolbar or if you've changed the information on the report while the report was displayed.

View

Use the Screen Report view to resize the columns and rearrange the fields of the report.

• The " ^ " at the top of a column indicates that a column can be resized. To resize a column, using the mouse, move the cursor over the " ^ ". When the cursor changes to a double arrow, hold the mouse button down and drag the column to the size you want, then release the button.

• To move a field, using the mouse, move the cursor over the names of the fields. When the cursor changes to a "hand," hold the mouse button down and drag the field into the place on the report you want, then release the button.

Select the Print Preview view if you want to view the report in the format in which it will be printed.

Fields in the window

Print button

Click this button to print the report. (To view the report before it prints, choose Print Preview from the View selection box.) When you click Print, the print dialog box for your printer will appear.

Send To button

Click this button if you wish to create a report file for the selected report. You can send this file to a disk or you can email or fax it.

For more information see Saving reports as files on a disk, Saving forms or reports as PDFs and Emailing a report or a single form.

If the Excel button is dimmed, OfficeLink hasn't been installed properly for Excel. If this is the case, you may wish to reinstall AccountEdge to take advantage of OfficeLink's capabilities. For more information about sending reports to Excel, see the Using OfficeLink

Note:  These products are compatible with OfficeLink

Be sure you've made the selections you want for the report in the Report Customization window before you attempt to create a report file. To open the Report Customization window, highlight the report you want to print and click the Customize button.

Customize button

Click this button to open the Report Customization window for the report you're displaying. In the Report Customization window, you can establish criteria to determine the information that appears on the report.

Save As button

Click this button to open the Save As window (Customized Reports), where you can save the displayed report as a custom report.

Please note that if you've resized the columns or rearranged the fields of the report, those changes won't be saved unless you save the report as a custom report.

Close button

Click this button to close this window.

Lock icon

This icon appears if the information displayed in this window may be incomplete due to User ID restrictions.